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Team

We have husbands, wives, children, and friends. We’re your neighbor and the person in line with you at your favorite coffee shop. We love travel and lunch breaks and laughter. We enjoy meeting new people and can’t wait to see you succeed. We’re used to helping “works in progress” and are adept at finding and filling gaps with exactly what you need.

We’re a phone call away or just down the hall. We’re texting you after the big meeting to see how it went or emailing you those documents following up our discussion. We’ve been there before and we’ll always be there for you.

We are prepared and plan on purpose.

We value planning, but are quick to adjust to change. We don’t think we know it all, even though, between our advisors, support staff, interns, leadership team, and national planning department, we probably do. We certainly know the most about serving first, last, and always.

 

Celeste Gurulé

Managing Director | Vice President, Participant Engagement

925.659.0300

925.275.0999

Celeste has served our organization in every way, navigating the waves of change from many different roles. After graduating from the University of California at Berkeley in 1987 with a Bachelor of Arts Degree in Political Economics,...

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Liz Quirk

Director of Recruiting

925.659.0300

Liz is an expert in connecting the right talent to the perfect opportunity. Always prepared to answer any difficult question, she embodies our team's growth mindset.

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Anne Shiembob

Director and AVP- Northeast

Anne brings a "get -stuff-done" attitude to the Northeast region of the country with an unstoppable tenacity and determination to improve. Her introduction to Lincoln through the Leadership Preparation Program exposed her to many...

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Alek Nabulsi

Director and AVP- Southeast

Dynamic and full of one-liners Alek maintains an incredible sense of humor in spite of anything thrown his way. His positivity in this regard unites his teams beneath him to align towards the same goals. He brings to the table over 15...

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Adam Figura, CRPC®

Director of New Advisors & Apprentices

925.659.0300

Adam is an unstoppable driver with a determined focus on what needs to be accomplished. His passion and conviction are palpable to all he interacts with.

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A true business owner, focused on growth and enhancement, Roberto lives with a disciplined and principled focus on his goals.

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After quickly observing that this was not just an incredible organization but a family, Alanah knew that she belonged at Lincoln. Her personal "why" aligned with the serve first philosophy CFB upholds in that she plans her day around...

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Shasta Hague

Practice Management Specialist

(916)868-3918

Shasta Hague serves as Practice Management Specialist for California Fringe Benefit.

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Rosa Arana

Business Operations Manager – Southern California

949.660.0661

Rosa is a life-long learner and earnestly interested in helping others acquire knowledge as they grow. Her passion for interpreting information and helping to get the message across to others is apparent. Her ability to navigate the...

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Matt Neri

Project Specialist

925.659.0300

925.275.0999

Matt is brilliant and earnestly interested in finding the right answers through analysis. He readily assists with strategic initiatives for advisors and helps to compile the data that drives them. He is people focused with a logical...

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